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Migration to Production

Enhancements to m-Fin SPEEDTYPE ONE-LINER report

September 11, 2020 by Sarju Khadka
4 comments

We have made a few changes/additions to m-Fin SPEEDTYPE ONE-LINER. Below is the list of all the changes:

  • Added ASSETS AND LIABILITIES prompt on the second prompt page of the report. This prompt allows you to discard speedtypes that have no assets or liabilities.
  • Assets and Liabilities and FY actuals columns are now displayed as a default report columns and are removed from the EXTRAS prompt.
  • UNP Designation has been added as an option on the EXTRAS prompt. 
  • Expense Purpose Code (EPC) has been added as a subtotal grouping option.
     

The updated report with the changes above has been migrated to cu-data production.

Comments

Kathryn Brocko
September 16, 2020 at 03:43 pm

Hi Sarju,
I really hate having the assets and liabilities show up as a default that I can't un-select. It is much better as an option.
FY actuals is also showing up as a default. When I'm reporting on a project, it is nice to have the option of choosing Actuals to date and NOT showing FY actuals since I'm probably also selecting a lot of other extras (PI name, project, org, end date). Please have the option of un-selecting this one.
Lastly, briefly yesterday the assets and liabilities on a fund 72 were showing a different amount than the cash. I hope you were doing an update, because those should not be different for this fund (67266536).

Kathryn Brocko
October 5, 2020 at 10:02 am

Thank you for updating Assets and Liabilities as an option. FY Actuals is still a default column. It really doesn’t need to be a required view and can be confusing when reporting on projects (where to-date actuals makes more sense). Please please please make this an optional column.

Kathryn Brocko
December 3, 2020 at 04:38 pm

FY Actuals needs to be removable. It is a distraction when attempting to report succinctly on a grant.

Kathryn Brocko
December 3, 2020 at 04:39 pm

FY Actuals needs to be removable. It is a distraction when attempting to report succinctly on a grant.

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